Cameron
O'Neill

Family Fiduciary Services, Inc

CRD#7028381
Investment Advisor
in Beverly, MA

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About this Advisor

Cameron O'Neill is a financial advisor based in Beverly, Massachusetts, working with Family Fiduciary Services, Inc. Cameron has previously held positions at Fidelity Investments, Andover Investment Advisors, College Of The Holy Cross (Student), Gannon Golf Course, Holy Cross Athletics, and Citigroup. Cameron has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Cameron is part of Family Fiduciary Services, Inc, which operates out of Beverly, Massachusetts. The firm has 7 employees and manages assets totaling $174.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Family Fiduciary Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

900 Cummings Center Suite 212-U
Beverly, MA 01915

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Family Fiduciary Services, Inc Brokerage Details

Total Assets Under Management

$174,670,077

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

81

MA Average: 4,567
Average Account Size

$2,156,421

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Cameron O'Neill Work History

2021 - Present (3 years)

Citigroup

2018 - 2021 (3 years)

Fidelity Investments

2017 - 2018 (1 year)

Andover Investment Advisors

2016 - 2016 (< 1 year)

Holy Cross Athletics

2014 - 2018 (4 years)

College Of The Holy Cross (Student)

2012 - 2014 (2 years)

Gannon Golf Course

Disclosures

Please visit the SEC profile of Cameron O'Neill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Family Fiduciary Services, Inc

Cameron O'Neill
Beverly, MA
David Grey
Beverly, MA
Lawrence Miller
Newton Lower Falls, MA
Stephen Wilchins
Beverly, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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